Ten ways to be more likable
All things being equal, clients prefer to work with someone they like
- By: Dan Richards
- August 4, 2010 November 5, 2019
- 10:48
Latest news in Building Your Business
Firing is never easy, but you can ease the pain
If the fit isn’t right, ending the relationship with an employee is probably the best decision for both of you
- By: Wendy Cuthbert
- August 4, 2010 November 5, 2019
- 10:48
Designing your team: Should you work with a partner?
Research shows team practices are larger and more profitable than solo offices. But they’re not for everyone
- By: JoAnne Sommers
- August 4, 2010 January 31, 2019
- 10:48
Delivering on your brand promise
Before you can jump into the act of branding, you need to have a clear idea of what you are trying to promote
- By: George Hartman
- August 4, 2010 November 5, 2019
- 10:48
How to “green” your office systems
Delay buying new computer equipment for as long as possible; recycle the old components or, better, donate them
- By: Danny Bradbury
- August 4, 2010 January 31, 2019
- 10:48
Getting creative about cost cuts
How to reduce spending without sacrificing employee morale
- By: Fiona Collie
- August 4, 2010 November 5, 2019
- 10:48
Should you write a book? It depends
Becoming a published author can boost your credibility and broaden your horizons, but it takes a big commitment
- By: George Hartman
- June 28, 2010 January 31, 2019
- 10:14
Make your new employee a part of the team
Set a timetable for the newcomer to settle in and learn the job; gradually increase the level of responsibility
- By: Wendy Cuthbert
- June 28, 2010 January 31, 2019
- 10:14
Leading by example
Betty-Anne Howard has built a solid base of clients who share her values
- By: Patricia Chisholm
- June 28, 2010 January 31, 2019
- 10:14
A socially responsible niche
Betty-Anne Howard
- By: Patricia Chisholm
- June 28, 2010 January 31, 2019
- 10:14
Have a tasty — and safe — barbecue season
A few simple steps can help ensure your gas grill is in good working order and minimize your risk of accidents
- By: Jade Hemeon
- June 28, 2010 January 31, 2019
- 10:14
Three generations, three sets of priorities
Baby boomers have been the main target market for financial services firms and advisors in recent years, as that massive generation accumulates assets and prepares…
- By: Megan Harman
- June 28, 2010 January 31, 2019
- 10:14
GENERATION X
They’re in their 30s and 40s, raising families, buying houses and battling debt. They need your help, whether they know it or not
- By: Megan Harman
- June 28, 2010 January 31, 2019
- 10:14
Talking to your clients about risk
Use visual tools to show the effects of time horizon on real returns
- By: Michael Nairne
- June 24, 2010 January 31, 2019
- 15:10
A coach can help you boost your profitability
An objective third party can help you create a plan for your business and motivate you to reach your goals
- By: JoAnne Sommers
- May 31, 2010 January 31, 2019
- 13:58
All engines on “go”
Making the best use of all members’ skills can lead to big payoffs
- By: Rudy Mezzetta
- May 31, 2010 January 31, 2019
- 13:58
Focus on results, not process
Once called a “tyrant,” Robin Kingsmill has learned to get out of the way
- By: Olivia Glauberzon
- May 31, 2010 January 31, 2019
- 13:58
Keeping a high profile in the community
Angus Watt has a strong presence on radio and TV in Edmonton but, he insists, his success comes from a team effort
- By: Olivia Glauberzon
- May 31, 2010 January 31, 2019
- 13:58
The making of the “Bag Lady of Bay Street”
Planning, execution, lots of perseverance and significant support helped Sandra Pierce establish the brand she had dreamed of
- By: Clare O’Hara
- May 31, 2010 January 31, 2019
- 13:58
For this advisor, honesty pays
Jason Stalker says he owes his success to being straight with clients and prospective clients
- By: Megan Harman
- May 31, 2010 January 31, 2019
- 13:58
A tight focus on the big fish
Halifax advisor Bill Moffat can spend years preparing a business for sale
- By: Gavin Adamson
- May 31, 2010 January 31, 2019
- 13:58
Tips on team-building
Building a strong team follows the same principles as building a strong marriage, says Angus Watt, managing director of individual investor services with National Bank…
- By: Olivia Glauberzon
- May 31, 2010 January 31, 2019
- 13:58
The power — and the pitfalls — of joining the online trend
James Pelmore has advice for advisors thinking about using such sites as Facebook, Twitter and LinkedIn
- By: Clare O’Hara
- May 31, 2010 January 31, 2019
- 13:58
Online video an effective way to reach clients
Alan Rae uses short, lively clips to tell clients about new products, wish them a happy birthday and keep them engaged
- By: Megan Harman
- May 31, 2010 January 31, 2019
- 13:58
Reach out to clients when markets turn rocky
Some clients get nervous during periods of turbulence. Keep them focused on the long term
- By: Dwarka Lakhan
- May 31, 2010 January 31, 2019
- 13:58